Searching Contacts by First Name, Last Name, or a Nickname Using Text Filter Add In

Question

I am trying to create a formula for a text filter search that will allow someone to search by either a contacts first and last name or by a designated nickname. Currently I have two columns of data: one containing both the first and last name (Contact.FirstandLast) and one containing the designated nickname (Contact.Nickname).

I'm not sure what function(s) would allow this to be possible.

anonymous · Answer

Hi&nbsp;Anonymous,You could combine the two columns in a new Calculated Table, like this:PLUs = UNION(&nbsp; &nbsp; &nbsp; &nbsp;DISTINCT(&lt;YourTable&gt;[Nickname Column]),&nbsp; &nbsp; &nbsp; &nbsp;DISTINCT(&lt;YourTable&gt;[FirstLast Column]))&nbsp;After that, I'm not sure exactly what you're trying to do - could you give more details on the goal?&nbsp;Thanks,Nathan

anonymous · Answer

Anonymous&nbsp; Thanks for the reply. The end goal is to be able to search by a contact's first, last, and/or nickname.&nbsp;&nbsp;Ex. I have a contact Douglas Johnson. I want to be able to search by Douglas Johnson or Doug Johnson.&nbsp;

anonymous · Answer

Anonymous&nbsp; -&nbsp;Ah, I wasn't familiar with the Text Filter visual - pretty nice!First you would create the table as mentioned above. Then use that new column in the Search Filter visual.Hope This HelpsNathan

anonymous · Answer

Actually, scratch the former solution. That won't work, because you would need to create a relationship that wouldn't work. What you can do is add a calculated column to your table. It will concatenate the 2 columns.&nbsp;SearchColumn = &lt;YourTable&gt;[FullName] &amp; &lt;YourTable&gt;[NickName]&nbsp;Then you can search on that column.

anonymous · Answer

I'll give this a shot. One of the limitations I have come across with the text filter search is that it does search for all the characters in the criteria it's searching (if that makes sense).&nbsp;Ex. If I have Douglas D. Johnson and search for Douglas Johnson it will not appear because it is searching for the full name.&nbsp;

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Searching Contacts by First Name, Last Name, or a Nickname Using Text Filter Add In

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